Sunbelt Securities’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Sunbelt Securities’s Portfolio LQDW Stock Details LQDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.36K	Sell	139 -139	-50%	-$3.4K	﹤0.01%	1786
2025 Q4	$6.82K	Hold	278	–	–	﹤0.01%	1538
2025 Q3	$7.02K	Buy	+278	New	+$7.03K	﹤0.01%	1538

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $205M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Sunbelt Securities's LQDW Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 50% in Q1 2026, selling an estimated $3.4K and leaving 139 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Sunbelt Securities first reported a position in LQDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.02K in Q3 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

Sunbelt Securities held 139 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $3.36K as of Q1 2026.
Sunbelt Securities sold 139 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $3.4K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1786 holding.
Sunbelt Securities first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Sunbelt Securities's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $7.02K in Q3 2025.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.